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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
76	AYX 76 DELISTED Alteryx Inc AYX	276	+21	+8%	$2.32B
77	77 Calix CALX $2.34B	276	+9	+3%	$2.51B
78	NEWR 78 DELISTED New Relic, Inc. NEWR	272	-6	-2%	$5.26B
79	79 RingCentral RNG $6.68B	260	-26	-9%	$2.64B
80	80 Commault Systems CVLT $6.59B	259	0	0%	$2.74B
81	81 DoubleVerify DV $2.11B	258	+12	+5%	$4.58B
82	82 Open Text OTEX $6.25B	258	-22	-8%	$6.34B
83	83 Blackbaud BLKB $2.33B	257	-3	-1%	$3.58B
84	84 Descartes Systems DSGX $7.58B	255	-3	-1%	$4.92B
85	85 AppFolio APPF $7.74B	245	+31	+14%	$3.01B
86	86 Clarivate CLVT $1.11B	241	-28	-10%	$4.15B
87	87 DELISTED HashiCorp, Inc. Class A Common Stock HCP	239	+28	+13%	$2.15B
88	88 Sprout Social SPT $701M	235	-26	-10%	$2.83B
89	89 Schrodinger SDGR $1.91B	234	-5	-2%	$1.6B
90	90 Asana ASAN $2.39B	233	0	0%	$979M
91	91 DELISTED CSG Systems International CSGS	226	-16	-7%	$1.5B
92	92 Freshworks FRSH $3.72B	226	+43	+23%	$3.03B
93	93 DELISTED Vimeo VMEO	226	-6	-3%	$495M
94	94 DELISTED ENVESTNET, INC. ENV	225	-3	-1%	$2.51B
95	95 PagerDuty PD $1.36B	219	-15	-6%	$1.92B
96	96 LiveRamp RAMP $2.28B	217	+6	+3%	$1.74B
97	97 JFrog FROG $11.7B	215	+27	+14%	$1.58B
98	98 Sprinklr CXM $1.36B	214	+33	+18%	$1.52B
99	99 DELISTED Matterport, Inc. Class A Common Stock MTTR	214	-4	-2%	$222M
100	100 Donnelley Financial Solutions DFIN $1.26B	213	+3	+1%	$1.48B